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policy_headline_interpreter_skill

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Original

English
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Translation

Chinese

Policy Headline Interpreter Skill

Policy Headline Interpreter Skill

数据依赖与执行前置条件

Data Dependencies and Pre-execution Requirements

推荐使用万得 
wind-mcp-skill
获取底层数据。执行前先检查本地是否已有 
wind-mcp-skill
；若没有，提示用户安装：
bash
undefined
It is recommended to use Wind's 
wind-mcp-skill
to obtain underlying data. Before execution, check if 
wind-mcp-skill
is already available locally; if not, prompt the user to install it:
bash
undefined

GitHub

GitHub

npx skills add Wind-Information-Co-Ltd/wind-skills --skill wind-mcp-skill -g -y
npx skills add Wind-Information-Co-Ltd/wind-skills --skill wind-mcp-skill -g -y

Gitee 镜像（国内）

Gitee 镜像（国内）

npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y
undefined
npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y
undefined

技能定位

Skill Positioning

本技能用于解读政策头条对市场的影响，回答“这条政策新闻是真的增量信号，还是旧闻重提；影响会先落在哪些行业和公司；从新闻到落地之间还有哪些不确定性”。输出重点不是把政策原文转述一遍，而是帮助使用者在最短时间内完成政策定性、受益映射和风险判断。
This skill is used to interpret the impact of policy headlines on the market, answering questions such as "Is this policy news a real incremental signal or a rehash of old news; which industries and companies will be affected first; what uncertainties exist between the news and its implementation". The focus of the output is not to paraphrase the original policy text, but to help users quickly complete policy qualification, beneficiary mapping, and risk assessment.

执行流程

Execution Process

Step 1：确认政策来源、级别与状态

Step 1: Confirm Policy Source, Level and Status

先把政策消息本身界定清楚：
  • 来源是正式文件、会议表述、权威媒体还是传闻型信息
  • 是顶层方向性表态，还是具体执行规则
  • 当前处于征求意见、正式发布、执行推进还是口径澄清阶段
  • 信息是否为新增，还是市场已经交易过的内容
若来源和状态不清晰，必须先把可信度和正式程度说明白。
First, clearly define the policy message itself:
  • Whether the source is an official document, meeting statement, authoritative media, or hearsay information
  • Whether it is a top-level directional statement or specific implementation rules
  • Whether it is currently in the stage of public consultation, official release, implementation promotion, or caliber clarification
  • Whether the information is new or has already been priced in by the market
If the source and status are unclear, the credibility and formality must be clarified first.

Step 2：拆解政策目标与关键约束

Step 2: Disassemble Policy Objectives and Key Constraints

政策解读不能只看表面提法，还要回答：
  • 政策试图解决什么问题
  • 受益方向是需求刺激、供给约束、融资改善还是监管放松
  • 执行中最重要的门槛、节奏和约束条件是什么
  • 哪些表述是原则性信号，哪些才是实质性变化
Policy interpretation should not only focus on superficial statements, but also answer:
  • What problem is the policy trying to solve
  • Whether the beneficiary direction is demand stimulation, supply constraint, financing improvement, or regulatory relaxation
  • What are the most important thresholds, rhythms, and constraints during execution
  • Which statements are principled signals and which are substantive changes

Step 3：映射受影响的行业、主题与公司

Step 3: Map Affected Industries, Themes and Companies

在目标明确后，分层映射影响范围：
  • 直接受益行业
  • 间接受益或边际受益行业
  • 可能受约束或受损的行业
  • 核心受益公司与边缘映射公司
映射时要区分“政策直接触达”和“市场情绪外溢”，不能混为一谈。
After clarifying the objectives, map the scope of impact in layers:
  • Directly benefited industries
  • Indirectly benefited or marginally benefited industries
  • Industries that may be constrained or damaged
  • Core beneficiary companies vs. marginally mapped companies
When mapping, distinguish between "direct policy reach" and "market sentiment spillover", and do not confuse them.

Step 4：分析影响路径与兑现节奏

Step 4: Analyze Impact Paths and Implementation Rhythms

进一步说明这条政策为何影响市场，以及影响如何逐步兑现：
  • 是先影响预期，再影响订单、投资、价格或盈利
  • 哪些影响可以短期体现，哪些需要更长时间验证
  • 市场当前更可能交易政策想象，还是现实兑现
  • 若后续执行力度不足，哪些方向最容易回吐
Further explain why this policy affects the market and how the impact is gradually realized:
  • Whether it first affects expectations, then orders, investment, prices, or profits
  • Which impacts can be reflected in the short term and which require longer verification
  • Whether the market is more likely to trade policy expectations or actual implementation at present
  • Which directions are most likely to retract if subsequent implementation efforts are insufficient

Step 5：评估交易价值与误判风险

Step 5: Evaluate Trading Value and Misjudgment Risks

政策消息容易被过度放大，因此要重点指出：
  • 哪部分影响已经被市场提前反映
  • 哪些受益逻辑证据较强，哪些只是概念扩散
  • 最容易出现的误判是把口号当结果、把边缘映射当核心受益
  • 后续最关键的验证节点是什么
Policy news is easily over-amplified, so it is important to highlight:
  • Which part of the impact has already been reflected in the market in advance
  • Which beneficiary logics have strong evidence and which are just concept diffusion
  • The most common misjudgments are treating slogans as results and marginal mappings as core benefits
  • What are the key verification nodes in the future

Step 6：形成政策头条解读成稿

Step 6: Formulate the Policy Headline Interpretation Draft

最终输出应帮助使用者快速完成“政策定性 + 影响映射 + 节奏判断 + 风险控制”。正文只保留事实、影响链条、受益排序和后续验证点。
The final output should help users quickly complete "policy qualification + impact mapping + rhythm judgment + risk control". The main text only retains facts, impact chains, beneficiary rankings, and follow-up verification points.

输出结构

Output Structure

{政策主题}头条解读（{YYYY-MM-DD}）

{Policy Theme} Headline Interpretation ({YYYY-MM-DD})

一、30 秒结论

1. 30-Second Conclusion

  • 政策性质：{方向性信号 / 实质性增量 / 旧闻重提 / 噪音扰动}
  • 直接受益方向：{内容}
  • 最大不确定性：{内容}
  • 当前建议：{重点跟踪 / 谨慎乐观 / 等待细则 / 避免泛化}
  • Policy Nature: {Directional Signal / Substantive Increment / Rehash of Old News / Noise Disturbance}
  • Direct Beneficiary Directions: {Content}
  • Major Uncertainty: {Content}
  • Current Suggestion: {Focus on Tracking / Cautiously Optimistic / Wait for Detailed Rules / Avoid Generalization}

二、政策事实卡片

2. Policy Fact Card

项目内容
来源{内容}
级别{内容}
状态{内容}
关键表述{内容}
是否新增{是 / 否 + 说明}
ItemContent
Source{Content}
Level{Content}
Status{Content}
Key Statements{Content}
New Information{Yes / No + Explanation}

三、影响映射

3. Impact Mapping

  • 直接受益行业/主题：{内容}
  • 间接受益方向：{内容}
  • 可能受压制方向：{内容}
  • 核心受益公司 vs 边缘映射公司：{内容}
  • Directly Benefited Industries/Themes: {Content}
  • Indirect Beneficiary Directions: {Content}
  • Potentially Suppressed Directions: {Content}
  • Core Beneficiary Companies vs. Marginally Mapped Companies: {Content}

四、影响路径与兑现节奏

4. Impact Paths and Implementation Rhythms

  • 短期影响：{内容}
  • 中期影响：{内容}
  • 兑现所需条件：{内容}
  • Short-term Impact: {Content}
  • Mid-term Impact: {Content}
  • Conditions for Implementation: {Content}

五、误判风险与验证节点

5. Misjudgment Risks and Verification Nodes

  • 最容易被误判的点：{内容}
  • 后续关键验证：{内容}
  • 可能推翻当前判断的因素：{内容}
  • Most Prone to Misjudgment: {Content}
  • Key Follow-up Verification: {Content}
  • Factors That May Reverse Current Judgment: {Content}

六、后续观察清单

6. Follow-up Observation List

  • {观察点 1}
  • {观察点 2}
  • {观察点 3}
  • {Observation Point 1}
  • {Observation Point 2}
  • {Observation Point 3}

质量要求

Quality Requirements

  1. 政策解读必须先确认来源、级别和状态，不能把所有消息同等对待。
  2. 要区分正式增量政策、方向性表态与市场噪音。
  3. 影响映射必须区分核心受益和边缘映射，避免概念扩散失控。
  4. 需要明确执行约束和兑现节奏，防止把政策口号直接写成业绩结果。
  5. 输出要帮助使用者完成快速政策定性与后续验证，而不是改写新闻稿。
  1. Policy interpretation must first confirm the source, level, and status, and not treat all news equally.
  2. Distinguish between official incremental policies, directional statements, and market noise.
  3. Impact mapping must distinguish between core benefits and marginal mappings to avoid uncontrolled concept diffusion.
  4. Clearly define execution constraints and implementation rhythms to prevent treating policy slogans directly as performance results.
  5. The output should help users complete rapid policy qualification and follow-up verification, rather than rewriting press releases.